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JamesValone

James W. Valone, CFA

Senior Managing Director at Wellington Management, Fixed-Income Portfolio Manager


Background

James W. Valone, CFA, Senior Managing Director and Fixed-Income Portfolio Manager, is involved in portfolio management and securities analysis for the Hartford Emerging Markets Local Debt Fund. Jim has been a Fixed-Income Portfolio Manager and chair of Wellington Management’s Emerging Markets Debt Strategy Group since its inception in 1999. He and his team manage portfolios invested in the emerging-debt and currency markets for a wide range of investors that include pension funds, mutual funds, endowments and central banks.

Prior to joining the firm, Jim was an emerging markets debt portfolio manager at Baring Asset Management (1997 – 1999). He also worked at Fidelity Investments as an emerging markets debt portfolio manager and regional analyst covering Latin America (1989 – 1997) and at Northwest Quadrant, Inc. in Newport Beach, California, where he was a portfolio manager (1985 – 1987).

Jim received his MBA from the University of Chicago (1989) and his BA in economics from Pomona College (1985). He also holds the Chartered Financial Analyst designation.

Experience

Professional experience since 1985

Wellington Management
1999-present

Baring Asset Management
1997-1999

Fidelity Investments
1989-1997

Northwest Quadrant, Inc.
1985-1987

Education

BS, Pomona College
MBA, University of Chicago

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